iA Financial Group rolls out award-winning retirement planning website to all clients

Quebec City, QC (May 16, 2018) – iA Financial Group is proud to provide access to the My Retirement website for all individual and group services clients. The website contains a wealth of information to help clients be better prepared for retirement.
The website includes:

Financial and non-financial advice for the various stages of life and retirement;

A toolbox to help clients plan their retirement savings;

A retirement preparation assessment questionnaire.

The My Retirement website has been available to iA Financial Group group plan members since the beginning of 2018. Shortly after its launch, the website received an award for excellence at the recent FCS Portfolio Awards gala in New York. This gala recognizes the best in communication and marketing in the financial services sector.

“The My Retirement website is a reference tool for clients and supports our advisors in working toward our shared goal – increasing the financial literacy of our clients and supporting them throughout all the stages of their lives,” said Manon Gauthier, Senior Vice-President, Individual Savings and Retirement.

“It’s important to point out that this website is part of an overall approach that aims to improve the financial well‑being of our clients and fits into our CoPilot guidance program,” said Valérie Lelièvre, Senior Director, Marketing, Communications and Product Development, Group Benefits and Retirement Solutions.

CoPilot – Your financial solution from working life to retirement, is a new program supporting plan members, particularly during job changes or retirement. Based on personalization and ease-of-use, CoPilot offers exclusively to our clients retirement management fees that are the same as their fees for their former employer’s plan.

The My Retirement website is another initiative demonstrating iA Financial Group’s goal of simplifying our clients lives and supporting them every step of the way.

Founded in 1892, iA Financial Group is one of the largest insurance and wealth management companies in Canada. It also operates in the United States. Its stock is listed on the Toronto Stock Exchange, under the ticker symbol IAG.

iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc.